Crysta Bloomingdale (CRD# 7234688) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, OH and has 1 year of experience in the finance industry.
CRD# 4903661
Fifth Third Securities, Inc.
CRD# 2756288
Edward Jones
CRD# 4128137
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Alliance Associates, Inc. | Greenville, OH | Sep 2021 - Current | 2 |
| Financial Achievement Services | Greenville, OH | Mar 2020 - Current | 4 |
| Main Street Greenville | Greenville, OH | May 2017 - Mar 2020 | 2 |
| Academic Research Resources | Cedarville, OH | May 2014 - Apr 2017 | 2 |
| Cedarville University | Cedarville, OH | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
- OH
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Total Assets Under Management94,558MILLIONS
-
Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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